Lyell Wealth Management LP
Firm details
- Headquarters
- Menlo Park, California
- CRD number
- 283521
- Registered since
- May 27, 2016
- Website
- lyellwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI97.07%
- Charitable Organizations1.49%
- Individuals1.24%
- Corporations / Businesses0.19%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Lyell Wealth Management LP is an independent registered investment adviser organized as a limited partnership and operating since 2016. The firm serves both individual/family and institutional clients and charges fees as a percentage of assets under management. It describes itself as a capital allocator and provides a mix of financial planning, portfolio management for individuals and small businesses, manager selection, and investor education — including periodicals and workshops. Lyell does not identify as an active ESG investor and is not represented as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities64%
- Public Funds/Mutual Funds14%
- Investment Grade Corp Bonds8%
- Private Funds6%
- US Government Bonds3%
Contacts
3 of 4
Jeffrey Berry
Managing DirectorCRD 2320205
Kevin Connell
Managing DirectorCRD 6634556
Nancy Tuck
Managing DirectorCRD 1299478
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 94Active vs passive
$341M in ETFs
98%
$335M
0%
$6.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANECK SEMICONDUCTOR ETF (SMH) | VanEck | Passive | Technology | $49.9M | 76,152 | 14.66% |
Location
Menlo Park, CA
San Mateo
Location
Menlo Park, CA
Headquartered in Menlo Park, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- San Mateo
- Address
- 3000 Sand Hill Rd
- Time zone
- PT (UTC-8)
- Office locations
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